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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
PFS Investments
Georgia
$2.61M -$724K -13,176 -22%
HCM
177
Howard Capital Management
Georgia
$2.56M -$89.5K -1,629 -3%
AIS
178
American Investment Services
Massachusetts
$2.55M +$587K +10,682 +30%
ASN
179
Advisory Services Network
Georgia
$2.54M +$63.7K +1,160 +3%
MWM
180
Merriman Wealth Management
Washington
$2.54M +$210K +3,817 +9%
MCG
181
MACRO Consulting Group
New Jersey
$2.51M +$194K +3,532 +8%
BWA
182
BDO Wealth Advisors
Florida
$2.5M -$168K -3,060 -6%
MFA
183
Mayflower Financial Advisors
Massachusetts
$2.48M
CSM
184
CAMG Solamere Management
North Carolina
$2.46M
ZF
185
Zhang Financial
Michigan
$2.46M +$2.47M +44,994 New
CWM
186
Cornerstone Wealth Management
Missouri
$2.44M +$242K +4,398 +11%
W
187
WealthStone
Ohio
$2.43M
NW
188
NewEdge Wealth
Pennsylvania
$2.4M +$2.41M +43,862 New
GEA
189
Glen Eagle Advisors
New Jersey
$2.39M +$148K +2,685 +7%
RA
190
RFG Advisory
Alabama
$2.39M +$1.43M +26,103 +149%
MAP
191
Milestone Advisory Partners
North Carolina
$2.37M +$184K +3,349 +8%
NGA
192
Naples Global Advisors
Florida
$2.27M +$15.1K +274 +0.7%
EA
193
Elm Advisors
California
$2.25M -$421K -7,660 -16%
CPO
194
Cerity Partners OCIO
New York
$2.23M +$148K +2,694 +7%
MIM
195
Moseley Investment Management
Florida
$2.21M +$972K +17,694 +78%
BDF
196
Black Diamond Financial
Maryland
$2.15M +$24K +436 +1%
VWA
197
Visionary Wealth Advisors
Illinois
$2.11M +$468K +8,518 +28%
TFA
198
Trinity Financial Advisors
Ohio
$2.1M +$1.45M +26,385 +220%
William Blair & Company
199
William Blair & Company
Illinois
$2.08M +$524K +9,542 +33%
Deutsche Bank
200
Deutsche Bank
Germany
$2.05M +$1.65M +29,966 +401%